OneDigital Investment Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1690370
OVERLAND PARK, KS
Position in BAI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$88,131,101
+$13,862,245 QoQ
Shares Held
2,674,692
+19.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,131,101 | 2,674,692 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $74,268,856 | 2,230,296 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,164,058 | 2,112,531 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,190,569 | 1,150,453 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||